See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,020 | $127,065-77.2% | $113,168-74.4% | $142,382-79.6% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 18.48% | 24.03%-5.5pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,984 | $3,442-13.3% | $2,975+0.3% | $4,299-30.6% |
| Participant deferral / active EE | $6,469 | $5,716+13.2% | $5,107+26.7% | $6,507-0.6% |
| Admin fee / account holder | $2,178 | $15,736-86.2% | $12,068-82.0% | $12,624-82.7% |